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Display Xero metrics in Geckoboard using Make
Display Xero metrics in Geckoboard using Make

Steps to pair with datasets to display sales revenue data from Xero.

Updated over a week ago

Use Datasets and to display Xero sales revenue data on your Geckoboard dashboard. We'll make a new scenario in Make that connects both your Xero and Geckoboard accounts before linking it to a new dataset.

  1. On your Make Dashboard, click Create a new scenario in the top-right corner.

  2. In the scenario editor screen, choose Xero as the trigger app to start your scenario.

  3. Choose the Watch Invoices module. This will trigger an update whenever you add or update a sales invoice.

    Add Watch Invoices module to a Make scenario
  4. Create a connection to add your Xero account to Make.

  5. In the Connection name field, enter an optional name for the connection.

    Complete your connection to your Xero account
  6. Grant access to Make in the popup window. If prompted to sign in to your Xero account, do so first and then grant access.

  7. Choose where to start watching invoices from. This can give you access to historical records.

    Choose where to start watching invoices from
  8. Now, click the right ear of the first module, and it will pop up a screen for you to add the next module. In this case, add Geckoboard's Create dataset.

  9. Now, you will have to create a connection to Geckoboard. For this, you'll need to access your Geckoboard API key.

  10. Before we define the structure of our dataset first give it an ID. Make sure to keep to lowercase letters, digits and no spaces.

    Connect Geckoboard to Make
  11. Next, add the Schema fields that describe the columns that will make up our dataset. For our example, we'll add four fields:

    1. Date (Data type: Date)

    2. Invoice Number (String)

    3. Reference (String)

    4. Total (Money)

  12. Click OK.

  13. To create the dataset, click the 'Run Once' button to run a test.

  14. Now, add another module. In this case, add Geckoboard's Send Multiple Records to Dataset.

  15. Next, select your new dataset from the list.

  16. Lastly, you will have to map the fields that you want to send from Xero to your dataset schema. Click each field and select the corresponding field from your sales invoice data.

    Map your Xero invoice fields to your dataset
  17. Click OK to continue.

  18. Before the scenario is activated, you should test it again. Click the 'Run Once' button to run a test.

  19. Schedule how often your scenario will trigger by clicking the clock icon. The default setting is every 15 minutes.

  20. To activate your scenario, switch the ON/OFF toggle to ON.

  21. Finally, return to Geckoboard and add a new dataset widget powered by your Xero data. If you would like to learn more about creating dataset widgets, you can see our guide to creating visualizations from datasets.

    Geckoboard widgets powered by Xero data.

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